The Six Most Controversial Takes from Excess Returns in 2024
Two Quants and a Financial Planner
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Rethinking Dividend Investing
This chapter explores the complexities of investment strategies, debating the efficacy of no-yielding versus high-yielding stocks and challenging traditional dividend investment narratives. The speakers advocate for a broader perspective on returns, emphasizing tax implications and the potential for superior strategies through empirical analysis. Additionally, they discuss the evolving role of machine learning in investment decision-making, highlighting the importance of data-driven understanding over intuitive explanations.
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